Installing Workflow Portal for InterConnect

Architecture Overview

Note that because the Workflow Portal is an administrative site, it should not be made accessible to the public internet. Any applications that access InterConnect should be set up on a separate application server from the Workflow Portal and B1WebAPI, as outlined in the diagram below.

Installation Instructions

1. Run the Workflow Portal installer on the SAP Business One server where B1WebAPI is installed.
2. Step through the installer welcome screen and prerequisites as shown below.

   

   

3. Select the components to be installed, as outlined below:
   • zed Workflow will install Workflow Portal web files.
   • Install WorkFlow Service will install the default production-ready workflow service. Select this option for most installations.
   • Install Test WorkFlow Service will install a second test-ready workflow service. Select this option when a second workflow service is needed, such as when installing a test environment on the same system as a production environment.
   • Configure IIS Website will create and configure a web instance within IIS that points to the installed web files.

   

4. Choose the Install Location for Workflow Portal web files. A separate Portal website installation must be completed for each SAP Business One company.

   After pressing Install, wait a few minutes while the web files are created.

   

5. Configure Workflow Portal to connect to the previously installed B1WebAPI.
   1. Use the … button to open the dialog.
   2. Select the B1WebAPI Enabler Config file.
   3. Press Okay.
   4. Select the desired B1 Company profile from the drop-down. If you don’t see any companies, make sure to press the … button to select the file manually. This will reload the file and populate the drop-down.
   5. Press Okay.

   

6. If the option to Configure IIS Website was selected, the following configuration screen will be displayed. Enter all details as described below. For a typical install, ensure “Name” is unique and leave the remaining settings as default, then press okay.
   Important: Firewall Rules may prevent access to the website. Ensure that the website and firewall rules have been configured so the website is accessible to the target audience.
   • Generate New Website will create a new website within IIS for Workflow Portal. Default settings can be used. Name must be unique, so if multiple installations are needed, make sure all have different names, for example: zed Workflow Prod versus zed Workflow Test.
   • Use Existing Site will associate Workflow Portal with the selected IIS website.
   • Virtual Directory settings can be configured to use the root existing virtual directory, or to create a virtual directory within the IIS website. The default is to use the existing virtual directory.

   

7. Complete the installation by pressing the Finish button, shown below.

   

8. Confirm that the Workflow Portal website has been successfully installed by opening the website.

   

What’s Next?

Once Workflow Portal is installed and Logging has been configured, the system is ready for a custom integration. See the InterConnect Reference Guide for more information about custom Workflows and REST-API data access.